MBCZX Mutual Fund

MBCZX Mutual Fund

NAV$19.49
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Returns Overview

1 Month
-1.27%
3 Months
-1.58%
6 Months
-1.06%
YTD
-2.25%
1 Year
+2.69%
3 Years (annualized)
+17.79%
5 Years (annualized)
+9.27%
10 Years (annualized)
+15.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBCZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.25%
Peer Avg (YTD)
+6.23%
vs Peers
-8.48%

MBCZX Mutual Fund Performance

MBCZX performance across multiple time periods: 1-month -1.27%, YTD -2.25%, 1-year 2.69%, 3-year 17.79%, 5-year 9.27%, 10-year 15.64%.

MBCZX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

MBCZX vs another fund shows side-by-side returns. MBCZX alternatives are available in the Mutual Fund Screener.